See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $2,500 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,241 | $59,186-45.5% | $76,768-58.0% | $56,287-42.7% |
| Participation rate | 65.4% | 75.2%-9.8pp | 77.0%-11.6pp | 69.9%-4.5pp |
| Annual return | -8.08% | 6.62%-14.7pp | 2.43%-10.5pp | -9.96%+1.9pp |
| Employer contribution / active EE | $846 | $1,759-51.9% | $2,485-66.0% | $2,111-59.9% |
| Participant deferral / active EE | $3,519 | $3,255+8.1% | $3,852-8.6% | $3,350+5.1% |
| Admin fee / account holder | $17 | $489-96.5% | $6,675-99.7% | $521-96.7% |